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Redtail CRM

Name: Redtail CRM
Rating: 4.5 (2 reviews)

By Redtail Technology

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Highlights : About Redtail CRM

Seminar management

Activity management

Data change tracking

Workflow management

About Redtail CRM

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more. With Redtail CRM, users can centrally manage all of their contact, lead, and client data in a single solution. Records can be tagged and categorized to simplify searching, and enable bulk editing and campaign targeting. All touches, activity, account notes, and data changes are stored in a single view in the contact record timeline, alongside account metrics. Configurable workflows enable the automation of processes including activity generation and tracking, based on a range of trigger events. Activities can also be customized and scheduled, with unlimited attendees, linked contacts and linked accounts. Redtail CRM allows users to send out bulk broadcast emails to groups of prospects or clients, with the ability to attach files. Seminars and events can be planned and managed, with full reporting. Redtail CRM offers a range of account and client reports built in, and users can also utilize custom fields for drill-down and export custom data for analysis at any time.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Seminar management

Activity management

Data change tracking

Customizable reports

Workflow management

Custom automations

Client & account reports

Record categorization & tagging

Contact, lead & client management

Activity scheduling

Benefits

Records can be categorized and tagged for searching, bulk editing, and targeted marketing campaigns.

Activities are generated and tracked automatically by configurable workflows, and automated reminders.

Bulk email broadcasts can be sent to groups of prospects or clients, with support for file attachments.

The contact record timeline provides users with an at-a-glance view of activity, metrics, accounts, notes, and data changes.

Redtail CRM integrates with a range of applications, including LaserApp, Riskalyze, Albridge, Morningstar, and MoneyGuidePro.

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